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Colonial Trust’s Hamilton Lane HLNE Stock Holding History

Colonial Trust’s Portfolio HLNE Stock Details HLNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.87K Buy
36
+1
+3% +$89 ﹤0.01% 994
2026
Q1 		$3.5K Buy
35
+15
+75% +$1.84K ﹤0.01% 926
2025
Q4 		$2.64K Hold
20
– – ﹤0.01% 975
2025
Q3 		$2.65K Buy
20
+1
+5% +$151 ﹤0.01% 974
2025
Q2 		$2.67K Hold
19
– – ﹤0.01% 949
2025
Q1 		$2.73K Buy
+19
New +$2.9K ﹤0.01% 931

Other funds holding HLNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Colonial Trust's HLNE Position: Q2 2026 in Review

Colonial Trust increased its Hamilton Lane (HLNE) stake by 2.9% in Q2 2026, buying an estimated $89 and bringing the position to 36 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Colonial Trust first reported a position in HLNE in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.5K in Q1 2026. 382 funds tracked by Wall St. Rank hold HLNE as of Q2 2026.

  • Colonial Trust held 36 shares of Hamilton Lane worth $2.87K as of Q2 2026.
  • Colonial Trust bought 1 Hamilton Lane share in Q2 2026, an estimated $89.
  • Hamilton Lane made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #994 holding.
  • Colonial Trust first reported a position in Hamilton Lane in Q1 2025 and has held it in 6 quarters since.
  • Colonial Trust's Hamilton Lane position peaked at $3.5K in Q1 2026.
  • 382 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.